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Kelly Lawrence W & Associates’s Broadcom AVGO Stock Holding History

Kelly Lawrence W & Associates’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,200
Closed -$21K – 159
2016
Q3 		$21K Hold
1,200
– – ﹤0.01% 147
2016
Q2 		$19K Buy
+1,200
New +$18.3K ﹤0.01% 164

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelly Lawrence W & Associates's AVGO Position: Q4 2016 in Review

Kelly Lawrence W & Associates sold out of Broadcom (AVGO) in Q4 2016, closing a stake of 1,200 shares — an estimated $21K sold.

Kelly Lawrence W & Associates first reported a position in AVGO in Q2 2016 and held it in 2 quarters. The position peaked at $21K in Q3 2016. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

  • Kelly Lawrence W & Associates reported no remaining Broadcom position as of Q4 2016 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 1,200 Broadcom shares in Q4 2016, an estimated $21K.
  • Kelly Lawrence W & Associates first reported a position in Broadcom in Q2 2016 and held it in 2 quarters.
  • Kelly Lawrence W & Associates's Broadcom position peaked at $21K in Q3 2016.
  • 840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2016, filed 14 Feb 2017.